Kestra Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Kestra Advisory Services’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.02M	Buy	59,872 +53,796	+885%	+$2.71M	0.01%	1118
2026 Q1	$307K	Buy	6,076 +617	+11%	+$31.3K	﹤0.01%	2604
2025 Q4	$277K	Sell	5,459 -52	-0.9%	-$2.64K	﹤0.01%	2610
2025 Q3	$280K	Buy	5,511 +142	+3%	+$7.18K	﹤0.01%	2502
2025 Q2	$272K	Sell	5,369 -819	-13%	-$41.1K	﹤0.01%	2429
2025 Q1	$311K	Buy	6,188 +739	+14%	+$36.9K	﹤0.01%	2149
2024 Q4	$271K	Sell	5,449 -9,611	-64%	-$480K	﹤0.01%	2306
2024 Q3	$759K	Sell	15,060 -6,668	-31%	-$333K	﹤0.01%	1503
2024 Q2	$1.07M	Sell	21,728 -2,511	-10%	-$123K	0.01%	1276
2024 Q1	$1.19M	Sell	24,239 -26,931	-53%	-$1.32M	0.01%	1137
2023 Q4	$2.52M	Sell	51,170 -2,241	-4%	-$108K	0.02%	694
2023 Q3	$2.56M	Buy	53,411 +3,827	+8%	+$184K	0.03%	606
2023 Q2	$2.39M	Sell	49,584 -832	-2%	-$40.2K	0.02%	612
2023 Q1	$2.44M	Sell	50,416 -4,299	-8%	-$207K	0.03%	577
2022 Q4	$2.62M	Buy	54,715 +6,353	+13%	+$303K	0.02%	639
2022 Q3	$2.29M	Sell	48,362 -1,388	-3%	-$67.2K	0.02%	619
2022 Q2	$2.41M	Sell	49,750 -9,173	-16%	-$447K	0.02%	607
2022 Q1	$2.91M	Buy	58,923 +32,052	+119%	+$1.61M	0.03%	544
2021 Q4	$1.37M	Sell	26,871 -1,693	-6%	-$86.8K	0.01%	852
2021 Q3	$1.48M	Buy	28,564 +2,699	+10%	+$140K	0.01%	828
2021 Q2	$1.34M	Buy	25,865 +4,989	+24%	+$259K	0.02%	803
2021 Q1	$1.08M	Sell	20,876 -4,240	-17%	-$220K	0.01%	828
2020 Q4	$1.31M	Buy	25,116 +7,497	+43%	+$391K	0.02%	750
2020 Q3	$918K	Buy	+17,619	New	+$919K	0.02%	650

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Advisory Services's SLQD Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 885% in Q2 2026, buying an estimated $2.71M and bringing the position to 59,872 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #1118.

Kestra Advisory Services first reported a position in SLQD in Q3 2020 and has held it in 24 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Kestra Advisory Services held 59,872 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.02M as of Q2 2026.
Kestra Advisory Services bought 53,796 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.71M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1118 holding.
Kestra Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.